Civic Intelligence

Robert and Mary Jane Smith Foundation

990PF • Fiscal year 2017 • EIN 81-4452918

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 08, 2018

7101 SE Topper DriveVancouver, WA 98664

(360) 695-8556

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$5,039,523

No earlier filing loaded for comparison.

Net Assets

$5,039,523

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$78,480

No earlier filing loaded for comparison.

Expenses

$37,765

No earlier filing loaded for comparison.

Net Income

$40,715

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2017: $5,039,523Liabilities 2017: $0Net Assets 2017: $5,039,5232017Assets 2018: $7,837,719Liabilities 2018: $0Net Assets 2018: $7,837,7192018Assets 2019: $7,712,928Liabilities 2019: $0Net Assets 2019: $7,712,9282019Assets 2020: $10,318,687Liabilities 2020: $0Net Assets 2020: $10,318,6872020Assets 2021: $21,050,099Liabilities 2021: $0Net Assets 2021: $21,050,0992021Assets 2022: $21,247,552Liabilities 2022: $0Net Assets 2022: $21,247,5522022Assets 2023: $22,686,773Liabilities 2023: $0Net Assets 2023: $22,686,7732023Assets 2024: $22,473,006Liabilities 2024: $0Net Assets 2024: $22,473,0062024

Highlighted filing

2017

Assets$5,039,523
Liabilities$0
Net Assets$5,039,523

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2017: $78,480Expenses 2017: $37,765Net Income 2017: $40,7152017Revenue 2018: $3,253,755Expenses 2018: $330,316Net Income 2018: $2,923,4392018Revenue 2019: $329,081Expenses 2019: $342,823Net Income 2019: -$13,7422019Revenue 2020: $3,353,971Expenses 2020: $545,177Net Income 2020: $2,808,7942020Revenue 2021: $11,635,395Expenses 2021: $620,083Net Income 2021: $11,015,3122021Revenue 2022: $1,841,932Expenses 2022: $1,243,333Net Income 2022: $598,5992022Revenue 2023: $3,367,089Expenses 2023: $1,240,059Net Income 2023: $2,127,0302023Revenue 2024: $2,021,758Expenses 2024: $1,560,051Net Income 2024: $461,7072024

Highlighted filing

2017

Revenue$78,480
Expenses$37,765
Net Income$40,715
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 8, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A SMITHPresident, DirectorPT$0--
MARY JANE SMITHSecretary, DirectorPT$0--
STEVEN SMITHTreasurer, Director-$0--
TERRI LYNN BUSSEDirector-$0--
SHELLEY DERSTADTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Mary Jane Smith Foundation
EIN
81-4452918
Phone
3606958556
Address
7101 SE TOPPER DRIVE, VANCOUVER, WA 98664

Signing Officer

Name
Robert a Smith
Title
President
Phone
3606958556
Signed
2018-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Dilorenzo & Company LLC
Address
10300 SW GREENBURG RD SUITE 360, PORTLAND, OR 97223
Preparer
David a Dilorenzo
Phone
5036466696
Raw XML Appendix382 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT A SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY JANE SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVEN SMITH
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT A SMITH
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARY JANE SMITH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CASCADE PACIFIC COUNCIL BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANASTASIS ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LA SALLE CATHOLIC COLLEGE PREPARATORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CLACKAMAS COMMUNITY COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BRECKENRIDGE OUTDOOR EDUCATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MARYLHURST EARLY CHILDHOOD CENTER DBA THE MARYLHURST SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THUNDERRIDGE GRIZZLY BEAR BACKERS CLUB
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02145 SW NAITO PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16495 SOUTH COLORADO BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211999 SE FULLER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt319600 MOLALLA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 697
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51232 LINN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61991 WEST WILDCAT RESERVE PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CENTENNIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OREGON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BRECKENRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5OREGON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HIGHLANDS RANCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08336
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029429
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0287274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037765
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0278938
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029429
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT AND MARY JANE SMITH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07101 SE TOPPER DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0VANCOUVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098664
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07690
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01975
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01975
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ROBERT AND MARY JANE SMITH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt07101 SE TOPPER DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0VANCOUVER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd098664
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/CategoryTxt0SECRETARY OF STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt075
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT A SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03606958556
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT AND MARY JANE SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0814452918
ReturnHeader/Filer/PhoneNum03606958556
ReturnHeader/Filer/USAddress/AddressLine1Txt07101 SE TOPPER DRIVE
ReturnHeader/Filer/USAddress/CityNm0VANCOUVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098664
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B2702FC14C12C33C2259DE07CC0CB3EA74825E64
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0147EFE2FAB7795A8C1C62040DFC65CCCB755CF00
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-06-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:47:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453960543
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DILORENZO & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010300 SW GREENBURG RD SUITE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097223
ReturnHeader/PreparerPersonGrp/PhoneNum05036466696
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A DILORENZO
ReturnHeader/ReturnTs02018-06-08T13:47:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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